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Commercial Lines Account Manager

2 months ago

San Antonio, United States IBC Insurance Agency Ltd Full time
Job DescriptionJob Description

Job Summary:

Supports

the Commercial Lines Production team in the production of new accounts in a

fast-paced environment. Manages the retention of existing accounts with

prompt, efficient, and high-quality service. Works closely with Account

Executive Assistants and Insurance Processors to service accounts in a team

environment.


Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Paid Time Off (PTO)

Life Insurance

Disability Insurance

Career Growth Opportunities

Tuition Reimbursement


Responsibilities

Primary Responsibilities:

Coordinate

day to day service needs for clients

Coordinate

strategy and marketing for new and renewal coverages

Detailed

duties:

Maintain

client files and ensure accurate account information

Coordinate

coverage reviews and completion of policy checklists

Coordinate

creation of Loss Summaries

Coordinate

binding of coverage

Complete

final review of policy documents and coordinate delivery to client

Validate

audits and prepare for delivery

Manage

clients accounts receivable

Identify

and request renewal exposures from client

Prepare

final submission for new and renewal marketing

Review

and finalize new and renewal quotations and proposals

Coordinate

Issuance and quoting of premium finance agreements

Identify

opportunities for expanded business through gaps in coverage and program

improvements

Confer

with client and agency personnel to resolve client issues or complaints

Follow

up on outstanding claims

Coordinate

marketing process including underwriting questions while keeping client and

producer updated during marketing process

Correspond

with and develop strong carrier relationships

Keep

informed on industry information, new product information, legislation,

coverages and technology to continuously improve knowledge and performance

Performs

other functions as assigned by management

SKILLS

Excellent

written and oral communication

Excellent

time management

Active

Listening

Service

Orientation

Persuasion

Reading

Comprehension

Complex

Problem Solving

Critical

Thinking

Judgment

and Decision Making


Requirements
  • Three years of Commercial Lines Service in an independent agency experience
  • Bachelors degree in Business, Insurance, Finance -or- CIC certification in lieu of three years experience
  • Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.